+5.9%
EARN price history and return analytics
+292.4%
-286.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -3.1% |
| 7D | -5.0% | -0.7% | -4.3% | -4.2% |
| 30D | -2.5% | -1.7% | -0.8% | -0.8% |
| 3M | -20.7% | -2.3% | -18.4% | -18.9% |
| 6M | -24.1% | +1.5% | -25.6% | -25.4% |
| YTD | -26.2% | +12.0% | -38.2% | -33.9% |
| 1Y | -24.1% | +12.9% | -37.0% | -32.5% |
| 3Y | -2.9% | +74.9% | -77.8% | -43.0% |
| 5Y | -40.7% | +59.9% | -100.6% | -62.4% |
| 10Y | +1.5% | +224.6% | -223.2% | -63.9% |
| All | +5.9% | +292.4% | -286.6% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling